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Robotics could scale AI into more of the human labour market, but a lot needs to change. “For robots to be cost-competitive for 10% of human work today, costs would need to decline about 70%. At a 3% decline per year, that would take a...

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The latest deck from October 2026.

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ODP have a unique dataset that tracks ad spending from a daily panel as well as ad budget plans. This means a lot of interesting and out-of-consensus forecasts on the digital ad companies like Google, Red...

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Direct carbon pricing now covers about 30% of global emissions. Bridgewater estimates current policies could hit global corporate earnings by 2%, meeting countries’ pledges (NDCs) by 5%, and 14% for...

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Hedge funds are now the largest cash borrowers in private repo markets, $3tn by late 2025, with much of the borrowing supporting leveraged Treasury basis trades. Why it matters: A building vulnerability? Source:

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